Avantis U.S. Large Cap Equity ETF (AVLC)

ETF ยท NYSE Arca

Avantis U.S. Large Cap Equity ETF (AVLC) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 26, 2023.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
September 26, 2023

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 114 institutions reported holding AVLC, with 14.6 million shares worth $1.3 billion in aggregate. The largest reported holder was Oak Root, with 2.0 million shares worth $180.7 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Oak Root2,008,725$181MReduced 14.58%
Hills Bank & Trust1,125,936$101MReduced 5.29%
Beaird Harris Wealth Management841,598$76MAdded 13%
Pacific Life Fund Advisors739,705$67MReduced 7.58%
Envestnet Asset Management706,672$64MAdded 12.29%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is AVLC?

Avantis U.S. Large Cap Equity ETF (AVLC) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 26, 2023.

Who are the largest institutional holders of AVLC?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of AVLC were Oak Root, Hills Bank & Trust and Beaird Harris Wealth Management.

How many institutions own AVLC?

114 institutions reported a position in AVLC for the quarter ended June 30, 2026, worth $1.3 billion in total.

Did institutions buy or sell AVLC last quarter?

Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for AVLC.

Every reported institutional holder, plus insider and congressional trades in AVLC, on SentiSense.